Hire A Personal Assistant For FREE

What if you could hand off the most time-consuming parts of your day to someone who never sleeps, never forgets, and is always ready to help? That's exactly what Serene's new Personal Assistant feature is built for. It lives right inside the platform you already use to run your practice, quietly handling the busywork so you can focus on your clients.

Whether you're a solo practitioner with a packed schedule or a growing wellness business trying to keep up with communications and admin, Serene's Personal Assistant works like a smart, always-available team member. It understands your practice inside and out. Just tell it what you need in plain, everyday language, and watch it get to work.

Here’s a look at what Serene’s Personal Assistant can do for you.

Staying in touch with your clients shouldn't mean spending hours drafting the same message over and over. With Serene's Personal Assistant, you can reach your entire client base at once and still make every message feel personal. The assistant pulls directly from your client records to tailor each email based on that person's context, history, and progress. It then sends personalized emails and follow-up texts to each client on your behalf, all from one simple command.

Try it yourself, just say:

From there, Serene looks up your client list, drafts a personalized email for each person based on their individual history and relationship with you, and sends both an email and a text message. No manual work required.

Life happens, and sometimes you need to clear your schedule with little notice. Instead of manually cancelling and rebooking each session one by one, just tell Serene what you need. The assistant will free up your calendar for the requested day and automatically reschedule all affected sessions to the next available slot, notifying your clients along the way. No back-and-forth, no dropped balls.

Try it yourself, just say:

Serene handles the full reshuffling: cancelling the existing bookings, finding the right slots the following day, and sending your clients an updated confirmation. What would normally take 30+ minutes of back-and-forth is done in moments.

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At the end of a busy week, the last thing you want to do is manually comb through every session note and client file to piece together how things went. Serene's Personal Assistant can do that thinking for you. In seconds, it pulls together a comprehensive summary of your week, including sessions completed, key themes, and client progress. Then it goes a step further and gives you a detailed breakdown of each client's journey based on your most recent notes.

Try it yourself, just say:

Serene scans your session notes, identifies patterns, flags notable moments, and compiles everything into a clean, readable report organized per client. It's like having a detail-oriented colleague who's read everything and can brief you in seconds. Walk into every new week knowing exactly where each client stands and what to focus on next.

Serene's Personal Assistant isn't about replacing you. It's about giving you more time to do what you do best. The admin, the communication, the scheduling, the note-reading: these are all tasks that pull you away from your real work. Now you can hand them off with a single sentence and get back to what matters most, helping your clients thrive.

The Personal Assistant feature is available to all Serene users starting today. Open your dashboard and start delegating tasks.

Soon, your assistant will be able to do even more on your behalf. From analyzing your financials and optimizing your calendar to acting like a true operational co-pilot, it’s designed to support every part of your workflow. Our goal is simple: eliminate up to 99% of administrative work so you can stay focused on care.